# M3 Engineering & Technology Corporation 401(k) Plan
Source: https://planprovider.pro/companies/m3-engineering-technology-corporation-401k-plan

> M3 Engineering & Technology Corporation's 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M3 Engineering & Technology Corporation

- **Sponsor EIN:** 860548253

- **Sponsor Address:** 2051 W. SUNSET, SUITE 101, TUCSON, AZ, 857041722

- **Plan Type:** 401(k)

- **Total Participants:** 302

- **Total Assets:** $63.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|302|$63.2M|$498,039|$2.1M|

| 2023|309|$62.4M|$450,189|$2.0M|

| 2022|287|$52.9M|$235,559|$1.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$123,546|—|$123,546|

| ACH RETIREMENT PLAN CONSULTANTS INC|PLAN ADMINISTRATOR|$31,641|—|$31,641|

| BEACHFLEISCHMAN PLLC|AUDITOR|$18,325|—|$18,325|

| CAPITAL RESEARCH AND MANAGEMENT CO|CUSTODIAN-RECORDKEEPER|$7,329|—|$7,329|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [BEACHFLEISCHMAN PLLC](https://planprovider.pro/provider/beachfleischman-pllc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $180,841

- **Estimated Expense Ratio:** 0.286% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$180,841|$123,546|$31,641|$18,325|—|

| 2023|$161,546|$110,656|$27,315|$17,500|—|

| 2022|$166,626|$113,171|$24,738|—|$17,500|

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